Q3 2023 Holdings
Filed 2023-11-06 | 105 holdings | $179.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $6.4M | 16,115 | 3.5% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $6.4M | 46,092 | 3.5% |
| Amphenol Corp New(APH) | CL A | 032095101 | $6.7M | 79,426 | 3.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.1M | 22,348 | 3.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.6M | 17,545 | 4.2% |